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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2376
JFS Wealth Advisors
Pennsylvania
$206K +$13.7K +231 +6%
MPW
2377
Monterey Private Wealth
California
$205K -$17.9K -303 -7%
CAM
2378
Covenant Asset Management
New Jersey
$205K +$59 +1 +0%
BWM
2379
BT Wealth Management
Georgia
$204K
FAM
2380
Fenimore Asset Management
New York
$204K
DP
2381
Denver PWM
Colorado
$203K -$25.7K -435 -10%
UWPG
2382
Ullmann Wealth Partners Group
Florida
$203K -$2.96K -50 -1%
WTFG
2383
Wells Trecaso Financial Group
Ohio
$202K -$61.5K -1,039 -22%
LOPW
2384
Live Oak Private Wealth
North Carolina
$202K -$8.87K -150 -4%
AIM
2385
AMI Investment Management
Indiana
$202K
FI
2386
Financial Insights
Washington
$202K +$11.5K +195 +6%
PWM
2387
PRW Wealth Management
Massachusetts
$201K +$220K +3,719 New
VC
2388
Vestor Capital
Illinois
$199K +$43.8K +740 +25%
EIP
2389
Ellis Investment Partners
Pennsylvania
$197K +$19.8K +335 +10%
MWP
2390
Meridian Wealth Partners
Pennsylvania
$193K +$2.6K +44 +1%
FCM
2391
Firestone Capital Management
Florida
$191K -$8.28K -140 -4%
MSFP
2392
Mark Sheptoff Financial Planning
Connecticut
$191K +$7.69K +130 +4%
SFG
2393
Sowa Financial Group
Rhode Island
$189K +$59 +1 +0%
ACM
2394
AUA Capital Management
Pennsylvania
$188K
HFM
2395
Harvest Fund Management
China
$182K +$125K +2,120 +170%
ICM
2396
Invenomic Capital Management
Massachusetts
$175K +$191K +3,224 New
CA
2397
Centerpoint Advisors
Massachusetts
$173K
GWMIA
2398
Global Wealth Management Investment Advisory
Florida
$171K +$30.5K +515 +19%
SIAS
2399
Shine Investment Advisory Services
Colorado
$170K -$16.3K -275 -8%
Barrow, Hanley, Mewhinney & Strauss
2400
Barrow, Hanley, Mewhinney & Strauss
Texas
$169K -$8.22K -139 -4%